The driving force of estate or elder care planning is “what is important to you?” What do you want? What worries or concerns you? Who or what do you want to provide for through planning? What plans or contingencies do you want to ensure? Decide what you want and you can have it through custom-designed planning and regular follow-up.
- Exceptions to the Early Withdrawal Penalty for IRAs, 401(k)s, and Other Qualified Plans
- Elville and Associates and the Institute on HealthCare Directives Partner to Offer MIDEO® to Firm’s Clients
- MAY 2019 VOLUNTEER OF THE MONTH – OLIVIA HOLCOMBE-VOLKE
- The Ins and Outs of Family Members Being Paid as Caregivers from Special Needs Trust Funds
- Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work
- Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …
- The 2010 Maryland Power of Attorney Act – A Gamechanger
- The Most Important Document in Estate Planning – The Financial Power of Attorney
- The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities
- The New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?